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403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 401k Plan overview

Plan Name403 (B) THRIFT PLAN FOR CW RESOURCES, INC.
Plan identification number 002

403 (B) THRIFT PLAN FOR CW RESOURCES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CW RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CW RESOURCES, INC.
Employer identification number (EIN):060806499
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about CW RESOURCES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-10-27
Company Identification Number: J40170
Legal Registered Office Address: 2161 PALM BCH.LAKES BLVD.

W. PALM BEACH

33409

More information about CW RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403 (B) THRIFT PLAN FOR CW RESOURCES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01VALERIE LAVENSKI
0022015-07-01VALERIE LAVENSKI
0022014-07-01VALERIE LAVENSKI
0022013-07-01VALERIE LAVENSKI
0022012-07-01VALERIE LAVENSKI
0022011-07-01VALERIE LAVENSKI VALERIE LAVENSKI2013-01-31
0022009-07-01VALERIE LAVENSKI

Plan Statistics for 403 (B) THRIFT PLAN FOR CW RESOURCES, INC.

401k plan membership statisitcs for 403 (B) THRIFT PLAN FOR CW RESOURCES, INC.

Measure Date Value
2020: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-011,286
Total number of active participants reported on line 7a of the Form 55002020-07-011,062
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01269
Total of all active and inactive participants2020-07-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,331
Number of participants with account balances2020-07-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0146
2019: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01590
Total number of active participants reported on line 7a of the Form 55002019-07-01987
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01299
Total of all active and inactive participants2019-07-011,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011,286
Number of participants with account balances2019-07-011,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0144
2018: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01586
Total number of active participants reported on line 7a of the Form 55002018-07-01372
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01218
Total of all active and inactive participants2018-07-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01590
Number of participants with account balances2018-07-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0142
2017: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01534
Total number of active participants reported on line 7a of the Form 55002017-07-01387
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01199
Total of all active and inactive participants2017-07-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01586
Number of participants with account balances2017-07-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0124
2016: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01474
Total number of active participants reported on line 7a of the Form 55002016-07-01367
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01167
Total of all active and inactive participants2016-07-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01534
Number of participants with account balances2016-07-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01426
Total number of active participants reported on line 7a of the Form 55002015-07-01326
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01148
Total of all active and inactive participants2015-07-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01474
Number of participants with account balances2015-07-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01383
Total number of active participants reported on line 7a of the Form 55002014-07-01284
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01142
Total of all active and inactive participants2014-07-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01426
Number of participants with account balances2014-07-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0110
2013: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01369
Total number of active participants reported on line 7a of the Form 55002013-07-01253
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01130
Total of all active and inactive participants2013-07-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01383
Number of participants with account balances2013-07-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01341
Total number of active participants reported on line 7a of the Form 55002012-07-01236
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01133
Total of all active and inactive participants2012-07-01369
Total participants2012-07-01369
Number of participants with account balances2012-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0117
2011: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01313
Total number of active participants reported on line 7a of the Form 55002011-07-01276
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0165
Total of all active and inactive participants2011-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01341
Number of participants with account balances2011-07-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2009: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01219
Total number of active participants reported on line 7a of the Form 55002009-07-01221
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-015
Total of all active and inactive participants2009-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01226
Number of participants with account balances2009-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on 403 (B) THRIFT PLAN FOR CW RESOURCES, INC.

Measure Date Value
2021 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$28,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$22,198
Total income from all sources (including contributions)2021-06-30$5,128,629
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$828,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$749,183
Expenses. Certain deemed distributions of participant loans2021-06-30$42,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,289,461
Value of total assets at end of year2021-06-30$20,772,969
Value of total assets at beginning of year2021-06-30$16,466,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$37,184
Total interest from all sources2021-06-30$31,270
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$755,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$755,691
Administrative expenses professional fees incurred2021-06-30$2,319
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$533,941
Participant contributions at end of year2021-06-30$570,756
Participant contributions at beginning of year2021-06-30$561,402
Participant contributions at end of year2021-06-30$18,726
Participant contributions at beginning of year2021-06-30$14,643
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$71,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$28,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$22,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,299,943
Value of net assets at end of year (total assets less liabilities)2021-06-30$20,744,347
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,444,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$34,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$19,874,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$15,651,341
Interest on participant loans2021-06-30$31,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,052,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$684,132
Employer contributions (assets) at end of year2021-06-30$308,702
Employer contributions (assets) at beginning of year2021-06-30$239,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$749,183
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30COHNREZNICK LLP
Accountancy firm EIN2021-06-30221478099
2020 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$22,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$18,874
Total income from all sources (including contributions)2020-06-30$1,869,786
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,269,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,218,743
Expenses. Certain deemed distributions of participant loans2020-06-30$20,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,114,664
Value of total assets at end of year2020-06-30$16,466,602
Value of total assets at beginning of year2020-06-30$15,863,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$30,148
Total interest from all sources2020-06-30$32,404
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$721,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$721,591
Administrative expenses professional fees incurred2020-06-30$2,150
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$446,891
Participant contributions at end of year2020-06-30$561,402
Participant contributions at beginning of year2020-06-30$470,103
Participant contributions at end of year2020-06-30$14,643
Participant contributions at beginning of year2020-06-30$16,218
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$8,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$22,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$18,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$600,089
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,444,404
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,844,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$27,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$15,651,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$13,398,199
Interest on participant loans2020-06-30$32,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$659,119
Employer contributions (assets) at end of year2020-06-30$239,216
Employer contributions (assets) at beginning of year2020-06-30$1,978,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,218,743
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30COHNREZNICK LLP
Accountancy firm EIN2020-06-30221478099
2019 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$18,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$10,445
Total income from all sources (including contributions)2019-06-30$1,893,634
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,198,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,102,098
Expenses. Certain deemed distributions of participant loans2019-06-30$68,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,167,004
Value of total assets at end of year2019-06-30$15,863,189
Value of total assets at beginning of year2019-06-30$15,159,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$27,649
Total interest from all sources2019-06-30$26,983
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$782,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$782,215
Administrative expenses professional fees incurred2019-06-30$2,262
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$435,007
Participant contributions at end of year2019-06-30$470,103
Participant contributions at beginning of year2019-06-30$578,242
Participant contributions at end of year2019-06-30$16,218
Participant contributions at beginning of year2019-06-30$15,356
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$37,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$18,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$10,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$694,939
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,844,315
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,149,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$25,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$13,398,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,929,495
Interest on participant loans2019-06-30$26,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-82,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$694,081
Employer contributions (assets) at end of year2019-06-30$1,978,669
Employer contributions (assets) at beginning of year2019-06-30$1,636,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,102,098
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30COHNREZNICK LLP
Accountancy firm EIN2019-06-30221478099
2018 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$10,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$9,297
Total income from all sources (including contributions)2018-06-30$2,456,843
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,711,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,601,858
Expenses. Certain deemed distributions of participant loans2018-06-30$81,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,110,297
Value of total assets at end of year2018-06-30$15,159,821
Value of total assets at beginning of year2018-06-30$14,412,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$27,868
Total interest from all sources2018-06-30$24,580
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$537,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$537,448
Administrative expenses professional fees incurred2018-06-30$2,581
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$406,808
Participant contributions at end of year2018-06-30$578,242
Participant contributions at beginning of year2018-06-30$477,210
Participant contributions at end of year2018-06-30$15,356
Participant contributions at beginning of year2018-06-30$13,771
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$16,824
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$10,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$9,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$745,683
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,149,376
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$14,403,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$25,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,929,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,600,972
Interest on participant loans2018-06-30$24,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$784,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$686,665
Employer contributions (assets) at end of year2018-06-30$1,636,728
Employer contributions (assets) at beginning of year2018-06-30$1,321,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,601,858
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30COHNREZNICK LLP
Accountancy firm EIN2018-06-30221478099
2017 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$9,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$8,591
Total income from all sources (including contributions)2017-06-30$3,334,889
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$637,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$572,851
Expenses. Certain deemed distributions of participant loans2017-06-30$57,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,954,176
Value of total assets at end of year2017-06-30$14,412,990
Value of total assets at beginning of year2017-06-30$11,715,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,181
Total interest from all sources2017-06-30$21,493
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$436,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$436,497
Administrative expenses professional fees incurred2017-06-30$3,068
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$371,935
Participant contributions at end of year2017-06-30$477,210
Participant contributions at beginning of year2017-06-30$420,908
Participant contributions at end of year2017-06-30$13,771
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$12,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$9,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$8,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,697,143
Value of net assets at end of year (total assets less liabilities)2017-06-30$14,403,693
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,706,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$4,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,600,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$10,457,115
Interest on participant loans2017-06-30$21,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$922,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,569,798
Employer contributions (assets) at end of year2017-06-30$1,321,037
Employer contributions (assets) at beginning of year2017-06-30$837,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$572,851
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30COHNREZNICK LLP
Accountancy firm EIN2017-06-30221478099
2016 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,615
Total income from all sources (including contributions)2016-06-30$2,063,185
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$551,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$542,216
Expenses. Certain deemed distributions of participant loans2016-06-30$5,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,876,312
Value of total assets at end of year2016-06-30$11,715,141
Value of total assets at beginning of year2016-06-30$10,203,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,688
Total interest from all sources2016-06-30$19,078
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$542,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$542,132
Administrative expenses professional fees incurred2016-06-30$3,688
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$297,312
Participant contributions at end of year2016-06-30$420,908
Participant contributions at beginning of year2016-06-30$471,126
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$365
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$253,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$8,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$8,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$8,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,511,807
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,706,550
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,194,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$10,457,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$9,174,278
Interest on participant loans2016-06-30$19,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-374,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,325,353
Employer contributions (assets) at end of year2016-06-30$837,118
Employer contributions (assets) at beginning of year2016-06-30$557,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$533,625
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30COHNREZNICK LLP
Accountancy firm EIN2016-06-30221478099
2015 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$8,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$9,555
Total income from all sources (including contributions)2015-06-30$1,558,761
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$381,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$343,553
Expenses. Certain deemed distributions of participant loans2015-06-30$25,590
Value of total corrective distributions2015-06-30$8,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,294,834
Value of total assets at end of year2015-06-30$10,203,358
Value of total assets at beginning of year2015-06-30$9,027,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,194
Total interest from all sources2015-06-30$21,500
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$467,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$467,549
Administrative expenses professional fees incurred2015-06-30$4,194
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$287,077
Participant contributions at end of year2015-06-30$471,126
Participant contributions at beginning of year2015-06-30$537,887
Participant contributions at end of year2015-06-30$365
Participant contributions at beginning of year2015-06-30$280
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$10,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$8,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$9,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,176,809
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,194,743
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,017,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$9,174,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,214,935
Interest on participant loans2015-06-30$21,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-225,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$997,498
Employer contributions (assets) at end of year2015-06-30$557,589
Employer contributions (assets) at beginning of year2015-06-30$274,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$343,553
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30COHNREZNICK LLP
Accountancy firm EIN2015-06-30221478099
2014 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$9,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,167,238
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$272,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$232,055
Expenses. Certain deemed distributions of participant loans2014-06-30$26,708
Value of total corrective distributions2014-06-30$9,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$945,104
Value of total assets at end of year2014-06-30$9,027,489
Value of total assets at beginning of year2014-06-30$7,123,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$4,181
Total interest from all sources2014-06-30$20,166
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$421,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$421,046
Administrative expenses professional fees incurred2014-06-30$4,181
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$254,288
Participant contributions at end of year2014-06-30$537,887
Participant contributions at beginning of year2014-06-30$459,343
Participant contributions at end of year2014-06-30$280
Participant contributions at beginning of year2014-06-30$343
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$13,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$9,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,894,739
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,017,934
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,123,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,214,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$6,649,747
Interest on participant loans2014-06-30$20,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$780,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$676,892
Employer contributions (assets) at end of year2014-06-30$274,387
Employer contributions (assets) at beginning of year2014-06-30$13,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$232,055
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30COHNREZNICK, LLP
Accountancy firm EIN2014-06-30221478099
2013 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,429,898
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$493,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$445,787
Expenses. Certain deemed distributions of participant loans2013-06-30$44,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$637,572
Value of total assets at end of year2013-06-30$7,123,195
Value of total assets at beginning of year2013-06-30$6,186,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,650
Total interest from all sources2013-06-30$16,039
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$192,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$192,079
Administrative expenses professional fees incurred2013-06-30$3,650
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$237,966
Participant contributions at end of year2013-06-30$459,343
Participant contributions at beginning of year2013-06-30$367,978
Participant contributions at end of year2013-06-30$343
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$936,379
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,123,195
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,186,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$6,649,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,597,037
Interest on participant loans2013-06-30$16,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$584,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$399,409
Employer contributions (assets) at end of year2013-06-30$13,762
Employer contributions (assets) at beginning of year2013-06-30$221,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$445,787
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30COHNREZNICK LLP
Accountancy firm EIN2013-06-30221478099
2012 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$-99,779
Total unrealized appreciation/depreciation of assets2012-06-30$-99,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$826,961
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$323,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$248,741
Expenses. Certain deemed distributions of participant loans2012-06-30$70,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$781,800
Value of total assets at end of year2012-06-30$6,186,816
Value of total assets at beginning of year2012-06-30$5,682,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,544
Total interest from all sources2012-06-30$16,401
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$128,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$128,539
Administrative expenses professional fees incurred2012-06-30$3,544
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$211,174
Participant contributions at end of year2012-06-30$367,978
Participant contributions at beginning of year2012-06-30$409,245
Participant contributions at beginning of year2012-06-30$7,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$503,920
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,186,816
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,682,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,597,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$5,220,661
Interest on participant loans2012-06-30$16,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$570,626
Employer contributions (assets) at end of year2012-06-30$221,801
Employer contributions (assets) at beginning of year2012-06-30$45,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$248,741
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30COHN REZNICK,LLP
Accountancy firm EIN2012-06-30221478099
2011 : 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$678,998
Total unrealized appreciation/depreciation of assets2011-06-30$678,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,398,176
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$162,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$151,915
Expenses. Certain deemed distributions of participant loans2011-06-30$4,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$586,592
Value of total assets at end of year2011-06-30$5,682,896
Value of total assets at beginning of year2011-06-30$4,446,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,340
Total interest from all sources2011-06-30$16,989
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$115,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$115,597
Administrative expenses professional fees incurred2011-06-30$5,340
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$199,579
Participant contributions at end of year2011-06-30$409,245
Participant contributions at beginning of year2011-06-30$309,446
Participant contributions at end of year2011-06-30$7,869
Participant contributions at beginning of year2011-06-30$21,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,236,056
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,682,896
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,446,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$5,220,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,791,830
Interest on participant loans2011-06-30$16,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$387,013
Employer contributions (assets) at end of year2011-06-30$45,121
Employer contributions (assets) at beginning of year2011-06-30$324,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$151,915
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30J.H. COHN, LLP
Accountancy firm EIN2011-06-30221478099

Form 5500 Responses for 403 (B) THRIFT PLAN FOR CW RESOURCES, INC.

2020: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 403 (B) THRIFT PLAN FOR CW RESOURCES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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